Net Lease & 1031 Exchange Summit


Net Lease & 1031 Exchange Summit
Wednesday, October 17, 2018
8:00 AM - 12:00 PM Program
Golden Valley Country Club
7001 Golden Valley, Golden Valley, Minnesota 55427, USA

8:00 AM 1031 Market Update – State of the Industry
Jeff Peterson,
President, Commercial Partners Exchange
• History and the future of the growing 1031 marketplace
• How long will 1031’s be available for investors
• Understanding the Structure and Timeline to execute your next 1031
• Why should you consider doing a 1031

8:15 AM Important Legal & Tax Updates for Tax Deferred Transactions
Moderator: Jim Lockhart,
Partner, Wipfli
Evan Richardson, Vice President, SR Realty Trust
Duane Lund, Principal, NAI Global
Jeff Peterson, President, Commercial Partners Exchange
Dannielle Lewis, Tax Manager, Wipfli
• Tax Cuts and Jobs Act Update
• UPRIET’s & DST's 
• 1031’s – Where are they today and where are we headed
• Bonus Depreciation Strategies
• New 1031 Strategies for Real Estate Investors
• Important Regulatory and IRS update
• Opportunity Zones Program

9:15 AM Current Net Lease Market in the Twin Cities and around the United States
Moderator: Todd Phillips,
Minnesota Real Estate Journal
Michael Houge, Director of Commercial, KW Commercial Minneapolis
Matt Hazelton, First Vice President Investments, Marcus & Millichap
• Navigating the NNN lease marketplace
• How to identify quality deals with upside with low or no risk
• Projected CAP Rates based on property – Walgreens, CVS’s & Others
• Twin Cities NNN Market Update – Recent deals and activity
• How does the Twin Cities Compare to the rest of the country
• Sale Leasebacks – Recent Activity
• Opportunities in the Twin Cites NNN lease marketplace for investors

9:45 AM Break

10:00 AM How to Vet Your Triple Net: Reviewing Your Property for Purchase
Amy DuMond Kottke,
Shareholder, Monroe Moxness Berg
Vickie Loher-Johnson, Associate, Monroe Moxness Berg
Jeffrey Shea, Shareholder, Monroe Moxness Berg
• What to look for in a property 
• Lease and tenant review 
• Seller representations and warranties
• General diligence
• Loan Documentation
• Important Regulatory and IRS update

10:50 AM Emerging Trends for 1031 Investors & Elevating Investor Options
Moderator: Brandon Balkman,
Senior Vice President, Orchard Securities 
Dan Werry, Registered Representative, JRW Investments
Joe Michaletz, President & CEO, Discipline Advisors, Inc.
Jeff Hertz, Senior Vice President, Cantor Fitzgerald Capital
Peter Scola, CEO, Livingston Street Capital
Matthew Ferguson, Vice President, AEI Capital Corporation
• Delaware Statutory Trusts (DST) - How are they structured
• State of the Industry – Size of the DST market and what deals are being done locally and nationally
• DST – Are they sold by Broker Dealers or Real Estate Professionals
• Who are the sponsors and offer DST investments for 1031 investors
• Sale Leasebacks – What are the advantages for business owners
• Other emerging 1031 solutions for investors

12:00 PM Networking

Net Lease & 1031 Exchange Summit


  • When

  • Wednesday, October 17, 2018
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley
    Golden Valley, Minnesota 55427

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